Form D · Other Investment Fund
CWG - Crystal Partners, LLC
Tampa, FL · CIK 0002087138
Offering snapshot reported Sep 24, 2025 · SEC filing
- Reported sold
- $0 Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 19, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 24, 2025 | Initial | $0 | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-558596
Source: Form D, filed Sep 24, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.
Matched by reported Form D file number
CWG CRYSTAL PARTNERS
Investment adviser: CLEARWELL ADVISORS, LLC
- Gross asset value
- $10M
- Beneficial owners
- 12
- ADV minimum commitment
- $40K
Reported in Form ADV on Apr 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund asset history · 1 annual observations
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| Fiscal year | Gross assets | Beneficial owners | ADV filed |
|---|---|---|---|
| 2025 | $10,000,322 | 12 | Apr 1, 2026 |
Filing source
Form ADV 2068929 · Apr 1, 2026 · Schedule D 7.B.(1), fund 805-1446378965
Reported by CLEARWELL ADVISORS, LLC (CRD 306186).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Ryan D. Cortner | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Tampa, FL, 33606
Phone: 813-435-5600